Sr Executive - Personal Financial Services Branch Sales (Mortgage)

If you are looking to excel and make a difference, take a closer look at us…

1. Key Responsibilities

• Sales Acquisition: Aggressively source and book new mortgage loans to meet or exceed monthly sales targets.

• Relationship Management: Build and maintain strong networks including property developers, real estate agents, lawyers, and valuers.

• Market Presence: Actively attend developer project launches, property exhibitions, and roadshows to capture leads.

• Cross-Selling: Beyond mortgages, you are expected to promote other banking products such as credit cards, and insurance (MRTA/MLTA).

• End-to-End Processing: . Conduct initial interviews with applicants (KYC - Know Your Customer).

  • Collect and verify financial documents (income statements, EPF, etc.).

  • Perform data entry into the bank's lending system (e.g., LOAD$).

  • Follow up on loan approvals and ensure the Letter of Offer is signed by the customer.

2. Requirements & Qualifications

• Education: Minimum of SPM, Diploma, or a Bachelor's Degree in any field. Fresh graduates are frequently encouraged to apply.

• Certifications: While you can be hired without them, you will eventually need to pass industry exams such as PCE (General/Life) and CEILI to sell related insurance products.

• Mobility: Must possess own transport as the role requires frequent travel to developer sites, agencies, and client locations.

• Skills: Strong communication skills (multilingualism is often an advantage), basic proficiency in Microsoft Excel, and a hunter mindset for sales.